How do I enable community builder in Salesforce?
- From Setup, enter Communities Settings in the Quick Find box, then select Communities Settings.
- Select Enable communities.
- Select a domain name for your communities, and click Check Availability to make sure that it's not already in use.
- Click Save.
How do I set up a community in Salesforce?
Click the setup cog and select Service Setup. Enter Communities in Quick Find, then select Communities Settings. Select Enable Communities. Enter a unique value to be used as your domain name and click Check Availability . Note: Keep in mind that you can't change the domain name after you save it. You have to call Salesforce to change it.
How do I enable communities in Salesforce lightning experience?
You can now enable and change settings for Communities in the Setup menu in Lightning Experience. The full Salesforce Communities product is not supported in Lightning Experience, so to create, manage, or use your communities, you must use Salesforce Classic.
What are the benefits of Salesforce communities?
Salesforce Communities are very useful for employees, customers and partners to connect in one place. We can create and customize communities accord Salesforce Communities are very useful for employees, customers and partners to connect in one place. We can create and customize communities accord
What is the role of a community builder in Salesforce?
They are at once creative and analytical, strategic and empathetic, listeners and communicators, constantly working to identify opportunities and create unique, valuable connections between groups of people. Similarly, you may ask, what is Community Builder page in Salesforce?
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How do I enable lightning community in Salesforce?
Enable and Create Community in Salesforce Lightning | Getting start with CommunitiesClick Settings icon and select Setup.Type Communities in the Quick Find box, then select Communities Settings.Select Enable communities.Enter a unique name to be used as your domain name and click Check Availability.More items...•
How do I enable community builder in Salesforce?
To access Experience Builder:From the global header menu in Experience Workspaces or Experience Management, click Experience Workspaces | Builder or Experience Management | Go to Experience Builder.From the All Sites page in Setup, click Builder next to the site name.More items...
How do I enable community users?
Creating a User ProfileGo to Setup > Manage Users > Profiles.Click New Profile. ... Choose an Existing Profile enabled for Salesforce Communities: Customer Community User or Partner Community User (Customer Community User is used in the examples on this page).More items...
How do I grant community access in Salesforce?
Enable Customer Community PermissionsFrom Setup, enter Manage Users in Quick Find, then select Users.Select a user name.Select the Permission Set Assignments related list.Click Edit Assignments.Select Customer Community Read Only in Available Permission Sets and add it to Enabled Permission Sets.Save your changes.
How do I open community builder?
After creating the lightning community, click on the 'Manage' link present against the community name to open the community builder. You can customize lightning communities in Community Builder in the following ways: Styling and branding communities. Find and Create Asset files.
What are communities in Salesforce?
What are Salesforce Communities? Salesforce is a San Francisco based company that provides customer-relation management (CRM) software solutions. Above all, Salesforce communities are brand spaces that work to facilitate collaboration and connection for employees, business partners, and customers.
How do I enable a contact as a community user in Salesforce?
On the account record, view or add the contact record for the person you want to add to a community.On the contact detail page, click the actions dropdown and select Enable Partner User or Enable Customer User.More items...
How do I find a community user in Salesforce?
One way is to get the profile name with the help of profile ID userinfo. getProfileid() . Then you can check the profile name whether it is Community User or Portal User.
How do I enable manage external user button in Salesforce?
1:103:19How to Enable the 'Manage External Users' Button in the Contact LayoutYouTubeStart of suggested clipEnd of suggested clipSection solution two first check to make sure communities is enabled go to the setup. Page typeMoreSection solution two first check to make sure communities is enabled go to the setup. Page type communities in the quick find box click communities settings.
How do I assign a community user license in Salesforce?
To assign a Lightning Platform Starter or Lightning Platform Plus license to a user, first assign the Salesforce Platform user license. Then assign them the Company Community for Lightning Platform permission set license. (Sometimes, you have to create the permission set before you can assign the license.)
How do I publish a community in Salesforce?
You can publish your entire site or just specific items.Click Publish Changes....To publish: All recent changes, ensure Site-wide changes is selected. ... Click Next and then review the list of items to be published.Click Next and then add a publishing note, if required. ... Click Publish.
How do I deploy a community page in Salesforce?
Complete and configure your changes in the sandbox (full, partial, or dev).Test all changes.Create an outbound changeset.Add network as one of the items.View and add all dependencies.Select Upload and select the target organization. ... Insure you have a communicated time for the a system update.More items...
How to create a community user?
So to create a community user, the first step is to create a contact for the user. Go ahead and create a contact. Add a First Name, Last name, Email and any other details that make sense. Now add the details as discussed above.
How to change the default user in a portal?
First we need to know who our portal account owner is. Navigate to setup -> All communities -> click workspaces next to your community -> click the administration time. The administration page should be open , click the preferences tab, scroll down until you see the Record Ownership section. You should see the default owner listed. Now either change the user or navigate to the user detail page and add a role
How to create a contact for a partner portal?
Under contacts click New. Now create a contact for this partner portal account. You can have multiple logins for each business account. Once the contact is created, navigate to the contact record page and click Enable Partner User
What is a partner community user?
Partner community users are based on accounts. This means that instead of just creating a contact we need to create an account and a contact. Then we create a user out of that contact.
What to do if you receive an error saying "Portal Account Owner Has no Role"?
When saving your user, if you receive this error “Portal Account Owner Has no Role” then you’ll need to assign a role to the default community record owner. See the steps below.
How many contacts can you have in a community account?
You’ll need to add an account. This should be a generic account for all of your customer community users. Each account can have a maximum of 10,000 customer community user contacts living under it.
Introduction
Ursa Major Solar, Inc., a growing supplier of solar components and systems based in the Southwest US, recently opened a second sales and distribution center in a neighboring state.
Use the Knowledge Setup Flow
Now that the digital experiences functionality is turned on, enable Salesforce Knowledge. Salesforce Knowledge lets you create and manage a knowledge base with Ursa Major Solar's information, and securely share it when and where it's needed.
Create a Permission Set
Now that sites have been enabled, set the proper access permissions by creating the Customer Support Site Pilot Group permission set.
Enable Topics for Objects
There are many ways to organize content. With topics, you can classify and search Knowledge articles by assigning specific topic areas. Without enabling Salesforce Knowledge, articles can’t be displayed outside of your org.
Create the Site
Site functionality is enabled and permissions have been set. The next step is to create the customer site and add a few images.
Organizing Content with Topics
Use topics to structure your site content or highlight key discussions. Topics expose Knowledge articles in a site. With topics, you can classify and search Knowledge articles by assigning specific topic areas.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
What is configuration in support?
Configurations determine settings for your support staff.
How to add chat sessions to a list?
Search for and select Chat Sessions in the Available Items list, then click the Add arrow, to move it to the Selected Items section.
What is chat agent setup flow?
The Chat Agent setup flow is a quick way to get up and running with live web chat. When you complete the flow, you’re ready to start chatting with your customers.
What is a customer site?
Customer sites give customers an easy way to interact with a company whenever and wherever they are. They can search for articles, ask questions, and get crowd-sourced answers. This functionality is exactly what Category 1 Biking needs to engage their loyal fans.
What is a skill in chat?
Skills are areas of expertise you assign to agents, so chats are routed to an agent with the right knowledge base. You can create skills for channels, products, escalation paths, and more. For example, Category 1 Biking might want to assign different skills for bikes for adults versus bikes for kids.
